Institutions / One Fin Capital Management LP
One Fin Capital Management LP
CIK 1753875 · Institution · as of Dec 31, 2025
Portfolio value
$286.43M
Positions
18
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Capital One Financial Corp | $31.88M | 11.1% |
| Nextpower Inc. | $26.13M | 9.1% |
| Rocket Companies, Inc. | $25.75M | 9.0% |
| Driven Brands Holdings Inc.DRVN | $24.30M | 8.5% |
| Lithium Argentina AG | $23.39M | 8.2% |
| Norfolk Southern Corp | $23.10M | 8.1% |
| Copart Inc | $19.77M | 6.9% |
| Amrize Ltd | $18.28M | 6.4% |
| Warner Bros. Discovery, Inc. | $18.01M | 6.3% |
| Solstice Advanced Materials Inc. | $15.79M | 5.5% |
| YETI Holdings, Inc. | $13.25M | 4.6% |
| Cyberark Software Ltd | $11.15M | 3.9% |
| BILL Holdings Inc | $9.27M | 3.2% |
| Cerence, Inc | $7.70M | 2.7% |
| Perceptive Capital Solutions Corp | $5.69M | 2.0% |
| Performance Food Group Co | $5.40M | 1.9% |
| JELD-WEN Holding, Inc. | $4.92M | 1.7% |
| RxSight, Inc. | $2.65M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.